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Synergetic Data Systems, Inc.

Document Management Solutions with UnForm v7.0 Presented By Clark Jeppesen. Synergetic Data Systems, Inc. In business since 1988 Nearly 8,000 customers world-wide Publisher of: UnForm General Report Writer sdOffice dServe MailCall. About SDSI. THE MARKET

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Synergetic Data Systems, Inc.

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  1. Document Management Solutions with UnForm v7.0 Presented By Clark Jeppesen Synergetic Data Systems, Inc.

  2. In business since 1988 Nearly 8,000 customers world-wide Publisher of: UnForm General Report Writer sdOffice dServe MailCall About SDSI

  3. THE MARKET High End $50K plus, complex to implement Low End Limited functionality, less flexibility a GAP existed UnForm 7 now fills that gap BEST industry price-to-features ratio Document Management Solutions

  4. a ScalableDocumentManagementSolution Small Firm Medium Large Enterprise UnForm 7.0

  5. Evolution of UnForm Document Delivery Laser forms, Presentation-quality reports FAX gateway PDF, EMAIL, HTML Version 6 .. Client-Server model .. Sub-Job Control for Multi-Delivery UnForm through Version 6

  6. Document Enhancement Plain text to graphical forms and reports PCL5, PDF, Postscript, Ghostscript output Document Delivery Email client for sending PDF files Fax gateway – VSIFAX, MS Fax, ActiveFax, and others Document Archiving Store text and PDF, plus related images Web Browser access to documents with rich indexing and linking Application-based access to documents via client-server API UnForm NOW A Complete Document Management Solution

  7. Evolution of UnForm Document Delivery Laser forms, FAX, PDF, EMAIL, HTML Version 6 Client-Server, Sub-Jobs for Multi-Delivery UnForm 7.0 • UnForm 7.0 Document Management Solution • Optional Document Archive Storage, Retrieval and Imaging • Windows Support Server - including MS FAX gateway - database connectivity - dynamic image conversion • 12 new rule-set commands, and 48 new code-block functions for the technical integrator

  8. Environment Optional Components Output & Delivery Document & Text Enhancement Control UnForm 7.0 New Features Recap of Major NEW features and enhancements are divided into the following 5 categories:

  9. Version 6.0 Platform-independent client-server architecture: Unix, Linux, Windows UnForm 7.0 New Features • ENVIRONMENT • New in version 7.0Add: • Windows-based “Support-Server”multi-platform interoperability

  10. An “auxiliary” server module running in background on any Windows workstation on the network Accessible to the UnForm server to perform functions that are best performed in a Windows environment Free MS-FAX, dynamic image conversion, database connectivity via ODBC Included component, no extra charge Windows Support Server

  11. Version 6.0 Windows-based graphical design tool: an IDE for forms development UnForm 7.0 New Features • OPTIONAL COMPONENTS • New in version 7.0 • Design Tool Enhancements • Document Archive Storage & Retrieval • Document Image Manager, including SCANNING tool.

  12. Word Wrap, toggle on/off Grid tab in the preview pane Find button Jump-To comment Jump-To block Design Tool Enhancements More efficient rule-set design and maintenance process for integrators

  13. Version 6.0 Laser forms Presentation-quality reports PCL-5 compatible Color printer support Adobe PDF EMAIL PDF Fax gateway interface Barcode, Zebra, MICR HTML reports UnForm 7.0 New Features • OUTPUT & DELIVERY • New in version 7.0 • Postscript compatible • Fax via MS-FAX • Tiled-Image Attachment via new IMAGES command • PDF enhancements

  14. Version 6.0 Font change, attribute, erase, and move of any input text | Boxes and lines of any dimension, optional shading and edge-width control | Rounded box corners | Grid options in box drawing | Graphical shading | Case conversion | Text additions in any device font, color, size, and position | Shade regions in any device shade-grade and color | Multi-line text handling UnForm 7.0 New Features • Document & Text Enhancement • New in version 7.0 • Angled Line Draw • Circle Draw

  15. Version 6.0 Multiple, unique copy control Dynamic output device changes Integrated programming language Rich, full-featured expression library Sub-Job support UnForm 7.0 New Features • CONTROL • New in version 7.0 • 48 NEW code-block functions for integrators • Expanded conditional control re expressions • 12 NEW commands

  16. Document Archiving and Management Archiving license is based on number of current print jobs Same as the Laser forms license Document Imaging/Scanning License is based on concurrent users New Components

  17. A simple diagram of “base” UnForm 7.0 components and functionality, without the new document management components B a s e U n F o r m 7 Base UnForm 7.0

  18. Most documents that a company saves for future access are self-generated UnForm generates those documents UnForm can store those documents UnForm has intimate knowledge of the contents, critical for proper indexing and future retrieval Document Archiving Basic Assumption

  19. Server and client command extensions enable archiving of jobs already coming through the UnForm pipeline. A “universal” HTML web browser client provides a rich archive retrieval system via CGI B a s e U n F o r m 7 Archiving Extensions

  20. Libraries store encrypted and compressed documents Documents identified by a document type and document ID Images (text, PDF, others) stored with a sub-ID, represent multiple versions of a document Type/ID and Date/Time indexes User-defined 10-level Category indexes Archive Architecture

  21. Libraries store encrypted and compressed documents Storage algorithm allows for a theoretical capacity of over 4 billion documents per library B a s e U n F o r m 7 Storage Scheme

  22. Documents can be archived while being processed by UnForm Text and PDF versions are archived Other documents can be added to archives by the client or by the Image Manager tool Web browser interface to find and view documents in archive, OR App-based Archiving in UnForm Jobs

  23. Library security honored with login Drill-down through libraries, types-IDs, date-time, or category indexes Search across libraries Result set can be transferred, copied, or exported to HTML Administration tasks Web Browser Interface

  24. Browser Retrieval App URL-CGI Retrieval App Client API Retrieval B a s e U n F o r m 7 Archive Retrieval

  25. Most documents that a company saves for future access are self-generated UnForm generates those documents UnForm can store those documents UnForm has intimate knowledge of the contents, critical for proper indexing and future retrieval Document Image Manager Basic Assumption • If not self-generated, then often the external document pertains to a self-generated document, and can or should be matched up.

  26. The Image Manager component, a Windows client application, provides a file scanning and importing tool for TWAIN-compliant scanners, for capture of documents external to the UnForm rule-file processing environment. B a s e U n F o r m 7 Image Manager

  27. Scans or imports images and other files Jobs can be defined to auto-recognize images by barcode or OCR zones Jobs can auto-assign document properties and identifying information (type, ID, sub ID) Manual identification supported Upload to archive libraries Image Manager

  28. B a s e U n F o r m 7 Image Manager

  29. Webinars: 4-Session Outline

  30. Webinars: 4-Session Outline

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